Automation - Alert based on Date change in a column

07/09/20
Answered - Pending Review

I have a sheet with 2 dates, original ship date and current ship date. I want to send an alert when the ship date changes, but not when the info is entered for the first time. Or, to not send an alert if the ship date is the same as the original ship date. In the conditions, I can't seem to find a way to do this

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Answers

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi Tim,

    How are the dates added from start?

    Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, [email protected])

    I hope that helps!

    Be safe and have a fantastic weekend!

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

    Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Thanks. So the original ship date and ship date is entered when the order is received, but the ship date can change and is updated as required. What I need is a mechanism to alert certain people when the ship date changes, as they will need to change that date in our accounting software.


  • Andrée StaråAndrée Starå ✭✭✭✭✭

    @Tim Epp

    Happy to help!

    You add a workflow with an alert that would trigger when the date is changed.

    Would that work?

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Thanks Andree, I added a workflow that seems to work, teh only issue is that it triggers an alert when a date is added to the cell, as well as if it is changed. I was hoping to have it only alert upon a change from when the original data is entered

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    @Tim Epp

    Ok.

    Have a look at my post below with a method I developed that would work for what you need.

    More info: 


    Would that work?

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

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